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Silver Oak Securities’s Calamos Autocallable Income ETF CAIE Stock Holding History

Silver Oak Securities’s Portfolio CAIE Stock Details CAIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Buy
39,913
+555
+1% +$14.9K 0.07% 278
2026
Q1 		$989K Buy
39,358
+7,882
+25% +$208K 0.07% 264
2025
Q4 		$850K Buy
31,476
+16,054
+104% +$435K 0.06% 328
2025
Q3 		$424K Buy
+15,422
New +$410K 0.03% 472

Other funds holding CAIE

Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
MFG
Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Silver Oak Securities's CAIE Position: Q2 2026 in Review

Silver Oak Securities increased its Calamos Autocallable Income ETF (CAIE) stake by 1.4% in Q2 2026, buying an estimated $14.9K and bringing the position to 39,913 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #278.

Silver Oak Securities first reported a position in CAIE in Q3 2025 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold CAIE as of Q2 2026.

  • Silver Oak Securities held 39,913 shares of Calamos Autocallable Income ETF worth $1.09M as of Q2 2026.
  • Silver Oak Securities bought 555 Calamos Autocallable Income ETF shares in Q2 2026, an estimated $14.9K.
  • Calamos Autocallable Income ETF made up 0.07% of Silver Oak Securities's portfolio in Q2 2026, its #278 holding.
  • Silver Oak Securities first reported a position in Calamos Autocallable Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held Calamos Autocallable Income ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.